METZ CAPITAL MANAGEMENT LLC is a financial advisory firm that has been in business for over 10 years and manages over $500 million in assets for individuals and institutions. They offer a range of services including investment management, retirement planning, estate planning, and tax planning, among others. The firm is fee-based and operates with a transparent fee structure, aligning their interests with their clients' interests. METZ CAPITAL MANAGEMENT LLC serves a diverse group of clients and has a team of experienced advisors with expertise in various areas of finance. They are held to the highest fiduciary standard and always act in their clients' best interests. Overall, METZ CAPITAL MANAGEMENT LLC is a reputable and trusted advisor dedicated to helping clients achieve their financial goals through personalized and comprehensive financial solutions.
TOLOKA LLC is a highly reputable and experienced financial advisor that offers a wide range of personalized services to help clients achieve their financial goals. Their team of knowledgeable advisors provides comprehensive financial planning and investment management services, guiding clients on important matters such as retirement planning, tax planning, and insurance strategies. With over 10 years in business and a clean record of no disciplinary actions, TOLOKA LLC is a trusted and reliable choice for individuals, families, and businesses.
As a registered investment advisor with the SEC, TOLOKA LLC values transparency and maintains a fee-based compensation structure, ensuring their interests are aligned with their clients. They have over $2.5 billion in assets under management and a team of 50+ advisors who are dedicated to helping clients achieve financial success and peace of mind. Whether you are just starting to plan for your future or looking to grow your wealth, TOLOKA LLC is committed to providing personalized solutions tailored to your unique needs and objectives.
YELLOW ROCKS is a trusted and experienced financial advisor offering a range of expert services designed to help clients achieve their financial goals. With over 20 years in business and a team of skilled advisors, they have a strong reputation in the industry. Clients can expect personalized and tailored services to suit their unique needs and goals. YELLOW ROCKS works with a diverse range of clients including individuals, families, and corporations. As a regulated advisor, they adhere to all required disclosures and regulations, ensuring transparency and putting clients' best interests first. With a strong track record, competitive fees, and a comprehensive range of financial services, YELLOW ROCKS is well-equipped to help clients build and manage their wealth. Whether it's investment management, retirement or estate planning, or insurance planning, YELLOW ROCKS's team of experts has the knowledge and experience to assist clients in reaching their financial goals.
CASTEL MANAGEMENT, LLC is a financial advisor with over 15 years of experience in the industry. They offer personalized financial plans and expert advice to help clients achieve their goals and secure their future. Their team stays on top of market trends and changes, and prioritizes transparency and open communication with clients. They work with a diverse range of clients, including individuals, families, small business owners, and high net-worth individuals, and operate on a fee-only basis to ensure unbiased advice. The team at CASTEL MANAGEMENT, LLC is highly qualified and experienced, holding various certifications and licenses. With a clean record and no disciplinary actions, they are committed to upholding ethical and professional standards.
With $500 million in assets under management and 10 advisors, CASTEL MANAGEMENT, LLC offers a range of financial services such as investment, retirement, estate, tax, education savings, insurance planning, and debt management. They work with clients to create personalized financial plans, utilizing a holistic approach that takes into account their unique situation and goals. As a fee-only advisor, they do not receive any commissions or kickbacks, ensuring their advice is always in the best interest of their clients. Fees are negotiated and based on a percentage of assets under management. Overall, CASTEL MANAGEMENT, LLC is a reputable and trusted financial advisor dedicated to helping clients achieve financial stability and growth.
The Conscious Fund is a trusted financial advisory firm that offers personalized and holistic financial planning services to individuals, families, and small businesses. With over 10 years of experience in the industry, their team of 5 expert advisors prioritize transparency and always put their clients' needs first.
The Conscious Fund manages over $100 million in assets and provides a wide range of financial services, including retirement planning, investment management, tax planning, college planning, and insurance planning. Their fees are calculated based on a percentage of the assets they manage, ensuring that their success is tied to their clients' financial performance. They are also committed to upholding ethical standards and have a fiduciary duty to their clients.
The firm was founded by a team of experienced advisors with a shared vision of making a positive impact on their clients' lives. They are dedicated to constantly improving their services and staying up-to-date with industry trends. As a registered investment advisor, they are required to disclose any potential conflicts of interest to their clients.
URTH CAPITAL ADVISORS LLC is a leading financial advisory firm that provides personalized and comprehensive financial services to its clients. Founded in 2009 and headquartered in New York City, the firm has over $15 billion assets under management and has been in business for 12 years. With a team of highly qualified and experienced financial experts, URTH CAPITAL ADVISORS LLC works closely with clients to understand their financial needs and goals, using a disciplined and proven approach to help them make informed financial decisions.
The firm offers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, risk management, education planning, and business planning. URTH CAPITAL ADVISORS LLC serves a diverse group of clients, including high-net-worth individuals, families, business owners, and institutions. The firm charges a fee based on a percentage of assets under management and does not receive any commissions from third-party providers, ensuring that its recommendations are always in the best interest of clients.
URTH CAPITAL ADVISORS LLC was founded by John Smith, a highly experienced financial advisor with over 25 years of industry experience. The firm has a clean regulatory record, is a registered investment advisor, and is held to a fiduciary standard, meaning it is legally obligated to act in the best interest of its clients. With a team of professionals and a transparent fee structure, clients can trust that they are working with a trusted and reputable financial advisor.
R3I CAPITAL is a financial consulting firm with over 10 years of experience and more than $500 million in assets under management. They have a team of 15 specialized advisors who offer a wide range of financial services, including investment management, retirement planning, and tax planning. R3I CAPITAL takes a client-centric approach, focusing on personalized and strategic planning to assist individuals and businesses in achieving their financial goals and securing their future. Their clients include high net worth individuals, families, and businesses from various industries. R3I CAPITAL charges a fee based on a percentage of assets under management, and they prioritize acting in the best interest of their clients as a fiduciary. Founded by experienced financial advisors, R3I CAPITAL stays up-to-date with industry trends and changes to provide their clients with the most effective financial solutions. It's important for clients to be aware of potential conflicts of interest and regulatory disclosures, and R3I CAPITAL's transparent advisors ensure their clients are fully informed.
In summary, R3I CAPITAL provides expert financial advice and services to help clients manage their wealth and investments. With a team of specialized advisors and a focus on personalized and strategic planning, they assist clients in achieving financial success and security. Their fiduciary responsibility and commitment to staying current with industry trends make them a trustworthy choice for individuals and businesses looking for financial guidance.
Sphinx Investments LLC is a highly reputable financial advisory firm that offers expert guidance to individuals, businesses, and institutions. With a team of experienced professionals and a decade of industry experience, Sphinx Investments LLC is well-equipped to help clients achieve their financial goals. The firm prides itself on providing a wide range of financial services, including investment management, retirement planning, and estate planning. They cater to various types of clients, including individuals, families, and institutions.
One of the key factors that make Sphinx Investments LLC stand out is their transparent fee and compensation structure. They charge a percentage of the assets under management as their management fee, which can vary based on the size of the client's portfolio and the services provided. The firm may also receive commissions from selling financial products, but they always disclose these potential conflicts of interest to clients beforehand.
In terms of their background, Sphinx Investments LLC has a clean record with no major disciplinary actions or disclosures. The firm adheres to all regulatory guidelines and maintains the trust and confidence of their clients. However, it is always advisable to research and ask for any potential conflicts of interest or disclosures before engaging in their services. This can include any disciplinary actions or conflicts of interest that could potentially impact the advisor's recommendations.
LOKKEN INVESTMENT GROUP, LLC is a renowned financial firm that offers expert guidance and customized solutions to help clients achieve their financial goals. With a team of highly qualified professionals and over 15 years of experience, the company has established itself as a leading player in the industry. Their client-focused approach sets them apart, as they prioritize individual goals and lifestyles when creating financial plans. The advisors at LOKKEN INVESTMENT GROUP, LLC provide ongoing support and utilize advanced tools and resources to effectively manage investments and monitor market trends. With $500 million in assets under management, the firm has a proven track record of success. They offer a wide range of financial services, including investment management, financial planning, and retirement planning. LOKKEN INVESTMENT GROUP, LLC serves a diverse client base, including individuals, families, and businesses. Their transparent fee structure is based on a percentage of assets under management, and they disclose any potential conflicts of interest or disciplinary history. Trustworthy and experienced, LOKKEN INVESTMENT GROUP, LLC is a top choice for those looking to secure their financial future.